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Roofing CRM software

Olynx brings aerial roof measurements, quoting, e-signed contracts, invoicing and payments into one platform — built for residential and commercial roofing contractors.

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Measure roofs from aerial data, quote in minutes, close more jobs.

What changes when a roofing business runs on Olynx.

4.2x

closes per quote

Sign-in-the-driveway beats "I'll email it Monday".

$60

saved per EagleView report

Internal take-off with the same Pythagorean math.

24/7

storm leads captured

AI receptionist handles 2 a.m. leak calls.

The same day, before and after.

Today
  • Climbing the roof or paying EagleView every time you quote.
  • Slow quotes that lose the lead to a faster competitor.
  • Manual tracking of policies, warranties and insurance deductibles.
  • Bad material orders: short on bundles at the jobsite or mis-sized dumpsters.
  • Crews uncoordinated on big jobs — who installs starter, who lays the ridge cap.
  • Collections drag because the invoice doesn't ship the day the job closes.
With Olynx
  • Automatic take-off: measure the roof from aerial data and get area, pitch and waste without climbing.
  • Live quote built from your shingle, underlayment, flashing and labor pricebook.
  • E-signature contracts sent to the homeowner from your phone in the driveway.
  • Deposit + balance invoices, auto-reconciled with QuickBooks. Online card payments are coming soon.
  • Attic ventilation NFA calculation (intake/exhaust split) per local code.
  • Tear-off tonnage + correctly-sized dumpster reserved automatically.
  • Steep-pitch labor premium (+15% at 7-9/12, +40% at 10+/12) applied automatically.
  • Bilingual AI receptionist answers leak emergencies 24/7 while you're on a roof.
Your kit

The 8 tools you use every day.

01

3

ways to measure: aerial data, a plan or your dimensions

AI take-off from plans or aerial data

Climbing the roof, scale ruler, calculator and cold coffee = 25 min per quote. EagleView charges $60/report and takes 24 hr. If you miss pitch or area, you lose the job (3 faster quotes beat yours) or you lose margin.

Upload a PDF plan → Gemini detects scale → trace the roof outline in 6 clicks → Olynx converts horizontal footprint to true slope area with √(rise² + 144)/12 — the same Pythagorean math EagleView uses. No plan? Measure the roof from aerial elevation data.

  • AI Blueprint Analyzer: Gemini auto-detects plan scale
  • Material per brand with real coverage (bundles/square per product line)
  • Waste % per intersection: rake, hip, open valley, closed valley
  • IWS in slope distance (36" horizontal at 12/12 = 51" slope = 2 rows)
  • Starter strip + ridge cap by LF from the measured roof edges
  • Story-based delivery adder (1/2/3) when crane or boom truck needed
  • Chat with the plan: "how many planes does this roof have?"
  • Auto-extracts material quantities straight to the estimate
Tuesday 9:15 a.m. Fresh lead from your site. Open Olynx on phone, type address and measure the roof from aerial data — surfaces, pitch and edges come in, you confirm the edge lengths and answer the scope questions, and you have 47 material lines with area, pitch, IWS rows, bundles per brand and waste — ready to send before lunch.
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02

1 seg

→ 47 defensible lines vs Excel

Estimates with 14 Expert calculators

Quoting in Excel = guessing pitch multipliers, valley waste, OSHA steep-pitch premium. A bad quote on a $15K job = $2,300 of margin gone. And worse: your crew quotes different than your competitor next door.

The Roofing Expert calculator is backed by real codes (IRC R905, GA-214, ASHRAE 62.2). Every line is traceable — `calcBasis` tells you which code each number comes from. 351 automated tests on the logic so you don't lose margin or defensibility with the customer or the CPA.

  • Pitch multiplier √(rise²+144)/12 auto-applied
  • IRC attic ventilation NFA (intake/exhaust split)
  • Steep-pitch labor premium: +15% at 7-9/12, +40% at 10+/12
  • Tear-off tonnage by layers with disposal cost per dumpster size
  • High-wind zone upgrade (nailing pattern + premium shingles)
  • OSHA fall protection adder when pitch > 6/12 or stories > 1
  • Each line with `calcBasis` traceable to source code
Input "2,000 sqft footprint, pitch 8/12, 130mph wind, 2 stories, tear-off 2 layers". Olynx generates 47 lines in 1 second: 25 bundles Owens Corning Duration architectural, 14 rolls synthetic underlayment, 5 rolls IWS, ridge vent 38 LF, OSHA harness adder, 7.4 tons tear-off + 30-yard dumpster. Total $14,820 defensible line by line.
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03

14

inspections booked in one storm night

Oly Voice — bilingual AI receptionist 24/7

A hail night = 20-40 calls. You sleep. Each missed call is worth $400 (leak) to $14,200 (insurance claim). Monday morning your competition has 14 inspections booked because their phone answered.

Olynx Calls uses LiveKit + bilingual voice AI to answer every call 24/7. Differentiates active leak vs quote, captures insurance carrier + claim # + deductible on the call, transfers to on-call if urgent and records everything with transcript for the adjuster.

  • Detects active leak vs routine inspection and prioritizes emergency
  • Captures insurance carrier, claim # and deductible on the call
  • Transfers to your cell if urgent; books if it can wait
  • Auto-bilingual — switches Spanish↔English per customer
  • Every call transcribed + recorded on the job for the adjuster
  • Auto-creates CRM lead with hail photo if customer uploads it
Saturday 2:43 a.m. Plano hail storm. Your line rings 14 times in 3 hours — you sleep. Olynx Calls captures all 14 leads: name, address, carrier (Allstate, State Farm, Travelers), claim # when known, hail photos. Monday 7 a.m. you have 14 inspections booked.
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04

13 min

from proposal sent to signed vs 12 days by email

Branded web proposals with e-signature

Send PDF by email at 5 p.m. Customer is "reviewing it" for 2 weeks. They call you day 10 to say they signed with someone else. You lose the job you already quoted because of slow follow-up.

Olynx turns your estimate into a branded web proposal (logo, colors, current-roof cover photo) with an HMAC-signed link — customer needs no account. They view and sign with a finger; online card payment is coming soon. Real-time tracking: viewed / signed / paid lands as push on your phone.

  • Branded template with your logo, colors, license and insurance
  • Side-by-side options (architectural vs metal vs tile) with prices + warranty
  • Embedded past-projects gallery (social proof)
  • HMAC-signed link — customer needs no account
  • Finger e-signature valid in all 50 states
  • Online card payment: coming soon
  • Live tracking: viewed / signed / paid as push
  • Optional upsells (gutter guards, attic insulation) customer ticks
Inspect Mrs. Martínez's roof 11:40 a.m. Text proposal 11:55. Push notification 12:03 — "Mrs. Martínez viewed". 12:08 — "Mrs. Martínez signed". By the time you climb in the truck, the job is closed.
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05

live

budget vs actual, not at close

Project Mode + live Budget vs Actual

The job lives in 6 places: WhatsApp, Excel, Drive, email, foreman's calendar, your head. Mid-job you don't know if you're on budget or already lost $3K. You find out at close — when nothing can be fixed.

Each project = one page with sub-tabs (Overview, Billing, Financials, Time, Photos, Tasks, Daily Reports, Materials, Change Orders, Permits, Safety). Budget vs Actual in real time — every expense, time-log, invoice, sub bill hits margin instantly. Green 🟢 when on track, red 🔴 when a sub over-bills.

  • Per-project sub-tabs: Overview, Billing, Financials, Time, Photos, Tasks, Daily Reports, Materials, COs, Permits, Safety
  • Live Budget vs Actual: % used vs % completed with visual stoplight
  • Earned Value Management: SPI, CPI, EAC forecast
  • Daily reports with weather + crew + work performed signed by foreman
  • Permit tracker with AHJ + scheduled inspection
  • Per-project photo bank with timestamp + GPS
  • Signed change orders auto-bump contract value
Mrs. Park's job ($14,200 budget). Day 3: foreman uploads 18 photos, marks 40% progress. Olynx sees: materials $4,800 (33%), labor $3,200 (22%) = 39% budget spent vs 40% complete → 🟢 green. Day 5: sub bills $2,400 extra (found mold under the decking) → 🟡 stoplight. You approve CO to customer from phone before continuing.
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06

2

invoices in parallel: carrier + homeowner

Insurance claim packet + homeowner invoice

Insurance job: finish Wednesday, send paperwork to carrier Friday (because your admin is part-time), Allstate reviews in 3 weeks, pays in 6. Customer should pay their deductible but feels awkward. Cashflow dies.

Olynx separates homeowner billing (deposit + balance) from carrier billing (claim packet with pre/post photos + xactimate-style line items + scope sheet). Late fees auto-calculated. All reconciles 2-way with QuickBooks Online — no double-entry.

  • Per-claim tracking: carrier, adjuster, claim #, deductible, approved supplements
  • Auto-generated claim packet with before/after photos + xactimate-style line items
  • Homeowner deposit invoice by SMS, balance after final inspection passes
  • Late fees auto-calculated after 30/45 days
  • Client Portal (HMAC) — customer sees progress + photos
  • 2-way QuickBooks Online reconciliation (OAuth)
Mrs. Park's job closes (Allstate, $14,200 RCV, $2,500 deductible). Crew uploads 24 final photos. Olynx packs the Allstate claim with scope sheet, bills $11,700 and, at the same time, texts the customer the $2,500 deductible invoice. Allstate pays 18 days later.
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07

0

"where are you?" calls

Live Map + Crew Tracking

"Where's the foreman?" "Did they make it to the job?" "Why are they taking 5 hours for what should be 3?" You spend the day on the phone chasing crews instead of closing deals.

Live GPS map with real-time location of each crew (geolocation API). Click a pin → who they are, what job, how long since clock-in. Live job costing (hours × rate per project). Predictive payroll with next-period forecast.

  • Live GPS map with pin per crew + foreman
  • Click pin → identity, project, time since clock-in
  • Live job costing: hours × rate impacts budget in real-time
  • Time off + crew rosters + payroll dashboard
  • Predictive payroll: next-period forecast
  • Alerts if crew doesn't arrive 30 min past ETA
10:42 a.m. Open Olynx. Map: green pin Crew A at Smith residence (4h 12min on clock-in) — on track. Yellow pin Crew B at Henderson (6h 30min — should be 4h max) — something's up. Click → foreman says "found rotted decking, calling you in 5". CO to customer in 8 min.
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08

$520

/wk saved on buddy-punching

GPS Time Clock + Company Camera

Buddy-punching: a crew member's cousin clocks in from the kitchen. Payroll inflated $400-$800/week. Customer claims "nobody was here yesterday" and you have no timestamped photo to defend yourself. No signal at the jobsite and the photos never make it to the office.

Giant "Clock In" button → captures lat/lng + photo + timestamp + auto-assigns to active project. Overtime detection (>8hr/day or >40hr/wk). Camera with timestamp + GPS + logo watermark, annotation canvas (draw arrows on photos). With no signal, the camera's photos wait on the phone and upload on their own when the signal returns; clocking in needs a connection.

  • Clock In with photo + GPS — buddy-punching impossible
  • Auto-assigns to active project (no manual selection)
  • OT detection >8hr/day or >40hr/wk
  • Per-shift notes (weather, equipment, safety)
  • Company camera: timestamp + GPS + watermark + annotation
  • Auto before/after pairing per project
  • Photos wait for signal and upload on their own
Rural job, no signal on the roof. Crew clocks in 6:58 a.m. at the truck, where there is signal, with photo + GPS. They snap 47 photos before/during/after with timestamp and watermark; with no signal, they wait on the phone. Back at the truck at 4:12 p.m., the photos upload on their own and the crew clocks out (8 hr 14 min). Monday you present full report to customer and to payroll.
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Just another Tuesday.

  1. 06:45

    Coffee + dashboard

    3 new overnight leads (AI receptionist captured them). 2 are post-storm emergencies — you approve and route to the on-call tech.

  2. 08:20

    On-site inspection

    Mrs. Pérez. Fly drone, snap 18 photos, open Olynx and measure the roof from aerial data. Take-off + proposal ready.

  3. 11:30

    Driveway close

    Text the proposal. Mrs. Pérez signs from her phone. As you get in the truck, it's on the crew calendar for Thursday.

  4. 14:50

    Map supervision

    Live map: crew A is 60% through the Hernández job in Frisco; crew B arrived in Plano 12 min ago. Without making a single call.

  5. 17:15

    Day close

    Crew B closes the Plano job, uploads final photos. Olynx packages the Allstate claim, invoices the homeowner, syncs to QuickBooks — without you touching anything.

FAQ

What roofing contractors ask most.

  • Not for typical residential roofs. Olynx take-off measures area and pitch from aerial elevation data. For complex insurance reports you can still use it and attach the PDF to the job.

  • Yes. You can log carrier, claim number, deductible and supplements on the job, plus attach before/after photos for the adjuster.

  • Yes: they record the deposit the client pays by Zelle, bank transfer, check or cash. Online card payments from the mobile app are coming soon.

Ready to scale?

Join the service professionals who run their business on Olynx — and grow without the growing pains.

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